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RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394File 801-129853
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$242.8M
Below cohort median (national)
Discretionary AUM
$242.8M
Clients
294
979 accounts
Employees
10
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 8, 2024
- Principal office
- 2820 SW MISSION WOODS DRIVE, TOPEKA, KS, 66614
- Phone
- 785-228-1234
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $242.8M
- Discretionary AUM
- $242.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 979
- Non-discretionary accounts
- 0
- Total accounts
- 979
- AUM per client
- $826K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $120K |
| High net worth individuals | 79 | $170.6M |
| Pension and profit sharing plans | 32 | $6.0M |
| Individuals (other than high net worth individuals) | 183 | $66.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.